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Data Aggregation and Financial Reporting

Align and enhance your entire enterprise with comprehensive data, actionable intelligence and robust reports.

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Flexible delivery options ensure seamless integration

Flexible delivery options ensure seamless integration

Deliver synchronized, enterprise-wide data when and where you need it via turnkey desktop web applications, real time APIs and reporting modules.

Consolidate and normalize disparate data into a central repository

Consolidate and normalize disparate data into a central repository

Gain streamlined access to a single source of truth using current and historical enterprise assets under management, held-away assets and liabilities data.

Take advantage of extensive support of detailed benefit information for insurance and annuity products

Take advantage of detailed benefit information for insurance and annuity products

Leverage expertise and insights gained by processing tens of millions of specialized insurance transactions every day, for more than 20 years.

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A holistic view of customer behaviors and preferences defined from transactional life events

Drive more meaningful customer relationships and differentiate your practice by offering self-service money management tools clients need and demand.

Comprehensive financial advice begins with a holistic view of every client’s assets and liabilities.

Empower your advisors with the actionable information required to deliver more value.

Enterprise-wide data management. Redefined.

Robust APIs

On-demand data access via seamless API integration with proprietary and third-party applications.

Centralized Data Repository of Fully Reconciled Data

Multiple views, including assets under management, cash balances, positions, transactions, spending and more.

360° Client View Including Held-Away Assets and Liabilities

A complete client financial view across all asset classes to help wealth advisors deliver holistic advice.

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Complete Suite of Money Management Solutions

Provide clients with use digital tools to control and provide insight into their everyday financial life.

Data aggregation that delivers reconciled data every day

Practice management tools enhance productivity.

  • Multiple views including assets under management, cash balances and new accounts
  • User-friendly client portal
  • Global search

Market-leading data aggregation capabilities.

  • Unparalleled data reconciliation tools used by firms, advisors and clients 
  • Report generation across client groups or at any level in the advisor firm hierarchy
  • Robust APIs for seamless integration with third-party systems, including Salesforce
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Reporting options to meet every need.

  • Standard or customized benchmarking
  • Configurable report settings with scheduling capabilities
  • Flexible report kits enable the combination of multiple reports
  • Views of positions, cash flows and returns
  • Asset allocation models

Unmatched insurance-specific insights help grow your business.

  • In-depth detail such as party roles, valuation, sub-account, transactions, riders and premiums
  • Custom insurance screens
  • Extensive library of insurance-specific reports

Personal Financial Management tools to increase client retention and loyalty

  • Budgeting
  • Spending
  • Transactional Trends
  • Debt Paydown Strategies
  • Net Worth
  • Goals
  • Investments
  • Cash Flow
  • Financial Score and Peer Comparison
  • Financial Insights
Improve your decision-making across the enterprise with seamless data integrations and meaningful insights.
Improve your decision-making across the enterprise with seamless data integrations and meaningful insights.
Empower your advisors to deliver more value with Data Aggregation and Financial Reporting from Broadridge.

Empower your advisors to deliver more value with Data Aggregation and Financial Reporting from Broadridge.

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Beneficial Proxy Services

Meet your proxy obligations with a higher standard

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Manage advisor compensation and incentives

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Data Aggregation Placemat 2022
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Go Beyond Accurate With Your Data and Reporting
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Recent Insights from the Wealth Industry
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What's Your Financial Wellness Score?

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC